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Invesco Ultra Short Duration ETF

291 hedge funds and large institutions have $2.49B invested in Invesco Ultra Short Duration ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 119 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 91

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

10% more capital invested

Capital invested by funds: $2.25B → $2.49B (+$235M)

6% more funds holding

Funds holding: 275291 (+16)

0.62% less ownership

Funds ownership: 68.94%68.32% (-0.62%)

Holders
291
Holders Change
+16
Holders Change %
+5.82%
% of All Funds
3.58%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
46
Increased
119
Reduced
91
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$324M +$63.9M +1,271,191 +24%
Morgan Stanley
2
Morgan Stanley
New York
$275M +$44.4M +883,996 +19%
Wells Fargo
3
Wells Fargo
California
$207M +$13.5M +267,860 +7%
Bank of America
4
Bank of America
North Carolina
$145M +$87.9M +1,749,388 +153%
BI
5
Bramshill Investments
Florida
$99.3M -$2.08M -41,295 -2%
UBS Group
6
UBS Group
Switzerland
$91.5M +$12.9M +257,572 +16%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$81.7M +$4.97M +98,829 +6%
CAAS
8
Capital Asset Advisory Services
Michigan
$73.6M +$11M +218,741 +18%
AWM
9
Axxcess Wealth Management
California
$72M +$4.2M +83,509 +6%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$69.1M +$13.3M +265,615 +24%
Raymond James Financial
11
Raymond James Financial
Florida
$62.1M +$10.1M +201,302 +19%
Osaic Holdings
12
Osaic Holdings
Arizona
$58.7M +$32.7M +650,495 +125%
GI
13
Gradient Investments
Minnesota
$55.1M -$15.6M -309,542 -22%
IAA
14
Independent Advisor Alliance
North Carolina
$40.4M +$40.6M +807,000 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$31.9M +$13.9M +277,440 +77%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$28.6M +$2.4M +47,723 +9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$26.5M +$22.7M +452,227 +588%
GIA
18
Gladstone Institutional Advisory
Florida
$23.5M +$1.86M +37,074 +9%
HNB
19
Huntington National Bank
Ohio
$22.9M
CWP
20
Cyndeo Wealth Partners
Florida
$20.2M +$1.9M +37,734 +10%
AAP
21
Arax Advisory Partners
Colorado
$16.6M +$16.5M +327,568 +7,315%
Stifel Financial
22
Stifel Financial
Missouri
$16.5M +$1.78M +35,432 +12%
PS
23
Principal Securities
Iowa
$15.9M +$5.7M +113,343 +56%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$15.8M +$1.82M +36,311 +13%
AC
25
Avestar Capital
New York
$14.9M +$879K +17,482 +6%